CCAE Summer Institute

Wednesday, August 11 

9:00 a.m.
– 10:00 a.m.

South Atrium

Registration 

10:00 a.m.
– 10:30 a.m.

Maple Leaf Room 

Welcome, Introduction, CCAE Story 

Mark Hazlett, CCAE Executive Director 

10:30 a.m.
– 12:00 noon

Maple Leaf Room

OPENING SESSION 

Advancement 101 

John Bergholz, VP Advancement, University of Windsor 

This session will cover the fundamentals of Advancement work upon which all external relations are built. We will examine approaches to alumni engagement, solicitation, cultivation and messaging. Our "Yank" colleague promises that his will be a foundational approach to how all elements of the Advancement Office can work together. But this will not be all theory. Instead, we will examine real-world case studies of major gift work (which depends on all units working together), as well as a recent case study of a bold new alumni event centered around the 2010 Vancouver Winter Olympics. This involved all elements of the Adancement Office for the University of Windsor, just as the games brought Canadians (and the world) together. The "Eagle" who landed in Windsor, and who conceived and executed the event, will tell you how Windsor went for the gold. 

12:00 noon
– 1:00 p.m.

Asher’s Dining Room

Lunch 

1:15 p.m.
– 2:45 p.m.

Maple Leaf Room

INTEGRATED SESSION I 

Bringing Advancement Disciplines Together – A Necessity for Success 

Joanne Shoveller, VP Alumni & Development, University of Guelph 

Smooth integration of advancement disciplines creates a donor-centric culture of opportunity and service, but requires a discipline of teamwork, shared objectives and overall accountability. This session will provide a brief overview of the various functions, benefits of alignment of strategies and operations, routines and systems for integrating disciplines, and possible barriers to collaboration. In particular, the session will focus on how you, as an advancement professional, can contribute to and benefit from a positive culture in which the advancement disciplines work together as a highly-functioning team. 

2:45 p.m.
– 3:15 p.m.

South Atrium

Networking Break 

3:15 p.m.
– 4:30 p.m.

Maple Leaf Room

INTEGRATED SESSION II 

Integrate Technology To Raise Awareness & Money 

Jay Goulart, ED Advancement, Ridley College 

The realities for today’s advancement professionals are incredibly different from a decade ago. Today, you have the opportunity at your fingertips to move rapidly ahead or fall rapidly behind. This session will focus on strategies and tools that can propel your effort forward while making the experience more rewarding for your key donors. 

6:00 p.m.
– 7:00 p.m.

Asher’s Lounge

Institute Opening Reception 

7:00 p.m.
– 8:30 p.m.

Asher’s Dining Room

Dinner 

Generously Supported by TD Insurance Meloche Monnex 

8:30 p.m.
– 11:30 p.m.

Asher’s Lounge

Relax on the Patio 

Thursday, August 12 

8:00 a.m.
– 9:00 a.m.

Asher’s Dining Room

Breakfast 

9:00 a.m.
– 10:30 a.m.

Maple Leaf Room

INTEGRATED SESSION III 

Volunteers: The Gift that Keeps on Giving 

Kim Post, Special Events Communications Officer, Brock University 

Terry Cockerline, Manager Alumni Relations, Brock University, and Executive Director, Brock Alumni Association 

Volunteers contribute to Advancement functions in many different ways. As such, it is important to be strategic in the steps of recruiting, assigning roles and stewarding internal and community volunteers. If done well, these steps can result in lasting relationships and support for the many Advancement functions and institutional priorities. 

10:30 a.m.
– 10:50 a.m.

South Atrium

Networking Break 

10:50 a.m.
– 12:00 noon

Maple Leaf Room

INTEGRATED SESSION IV 

Communications – It is Everyone’s Job! 

Rosanna Cavallaro, Associate Vice President, Marketing and Communications, Centennial College 

"One Voice"
Consistency in messaging is key to building a brand. A brand's reputation is key to conveying a positive story when targeting key influencers such as prospective or existing donors, alumni, and government officials, to name a few. This session will review the key elements of good brand communications strategies within an organization and the impact of these strategies on advancement communications.  

12:00 noon
– 1:00 p.m.

Asher’s Dining Room

Lunch 

1:00 p.m.
– 2:30 p.m.

Maple Leaf Room

INTEGRATED SESSION V 

Advancement Operations 

John McKay, Director Advancement Services, McMaster University 

This session will introduce you to Advancement Services. It will explain the typical components within Advancement Services and offer examples of how Advancement Services supports the other areas of advancement. We will talk about how to encourage collaboration and support, and stimulate discussion on how all departments can work together to achieve common goals.  

2:30 p.m.
– 3:00 p.m.

South Atrium

Networking Break 

3:00 p.m.
– 6:00 p.m.

Team Building Session 

Spike's Indoor Beach Volleyball 

7:00 p.m.
– 9:00 p.m.

Asher’s Dining Room

Patio Reception & Dinner 

Generously supported by MBNA 

9:30 p.m.

Night on the Town

London Tap House; Downtown London 

Friday, August 13 

8:30 a.m.
– 9:30 a.m.

Asher’s Dining Room

Breakfast 

9:30 a.m.
– 11:00 a.m.

Maple Leaf Room

CLOSING SESSION 

Career Make or Break – Ethics in Advancement 

Innes van Nostrand, Vice Principal, Upper Canada College 

This session will include a review of ethical principles and tools, but will focus mostly on road-testing your own ethics with a variety of case studies relating to educational advancement. The discussions will revolve around situations where grey areas of conflicting "rights" challenge us personally and professionally. Getting these situations correct often goes unnoticed, but getting them wrong can be reputationally catastrophic. Be ready to test your own ethical compass.  

11:00 a.m.
– 12:00 noon

Asher’s Dining Room

Farewell Lunch 

Presentation of Institute Certificates